Expertise. Technology. Connection. You deserve the total package.

 

We’re in this together.

Every Zenith client is as unique as the financial landscape they face. To get you where you want to go, you’ll need more than run-of-the-mill, cookie-cutter solutions. Our team is ready to lend our collective financial experience and technical knowledge to help you reach your destination.

Our approach to wealth management is rooted in a fundamental belief that client success stems from building trusted relationships. When you manage your wealth with Zenith, you can count on our team to provide excellence, experience, and innovative strategies— all with a personal touch.

Client amazement team

Your experience matters. When it comes to expectations, above and beyond is the result we aim for. Our local team is dedicated to delivering you an amazing client experience.

  • Jennifer Thompson

    Managing Director

  • Trish Stark

    Managing Director

  • Jenifer Warnhoff

    Chief Compliance Officer and Relationship Manager

  • Andrew Roodveldt

    Senior Vice President and Portfolio Manager

  • Dan Thompson

    President and CEO

Client experience partners

You have a vision for your wealth journey; we can help you get there. Zenith Wealth Advisors teamed up with an independent asset management partner First Ascent to further support your experience.

  • Karen Garcia

    Chief Operations Officer

  • Travis Nelson

    Director of Client Service & Operations

  • Natalie Dilley

    Investment Operations Associate

  • Charles Staples

    Trader & Analyst

  • Mac MacKillop

    Director of Advisor Consulting

  • Walter Gengarelly

    Director of Technology

  • Ben Sullivan

    Director of Communications

Investment policy partners

With over 150 years of trusted investment experience with First Ascent, your portfolio will be ready to adapt as the world continues to change.

  • Scott MacKillop

    JD Chief Executive Officer

  • Patrick Krulik

    CFA Chief Investment Officer

  • Geoff Selzer

    CFA

  • Mary Kathryn Campion

    Ph. D, CFA, AIFA

  • Shane Morrow

    CFP®, CIMA, CAIA, CFA Level II Candidate

  • Merrill Stillwell

    CFA